See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,627 | $168,632+10.1% | $147,614+25.8% | $125,391+48.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.39% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $3,396 | $6,252-45.7% | $5,564-39.0% | $4,866-30.2% |
| Participant deferral / active EE | $6,674 | $5,507+21.2% | $4,895+36.3% | $5,352+24.7% |
| Admin fee / account holder | $21,145 | $13,580+55.7% | $11,611+82.1% | $9,540+121.6% |